2 Stocks Set to Dominate in 2025

Group 1: Taiwan Semiconductor - Taiwan Semiconductor is positioned at the forefront of major technological shifts, providing essential chips for smartphones and AI models [2] - The company is set to launch its next-generation 2nm chips in late 2025, with pre-order demand exceeding that of previous generations [3] - The 2nm chips will consume 25% to 30% less energy than 3nm chips, enhancing battery life and reducing energy costs [4] - Analyst projections indicate a 25% revenue growth for Taiwan Semiconductor in 2025, reflecting strong market potential [5] - The stock trades at 22 times 2025 earnings, which is considered a high valuation but still lower than some competitors [6] - Overall, Taiwan Semiconductor is expected to perform well in 2025, making it a strong buy opportunity [7] Group 2: Amazon - Amazon's growth in 2025 will primarily stem from its cloud computing division, Amazon Web Services (AWS), which is the largest in the market [8] - AWS allows clients to run workloads cost-effectively, enabling them to avoid expensive computing equipment [9] - The cloud computing service is also crucial for training AI models, providing on-demand access to powerful servers [10] - Although AWS accounted for only 17% of Amazon's Q3 total revenue, it contributed 60% of the operating profit, highlighting its financial significance [11] - AWS has been growing at 19% year over year, outpacing Amazon's e-commerce growth and positively influencing investor sentiment [11] - Amazon's gross profit margin has been rising as AWS profits increase, leading to a higher valuation compared to traditional commerce companies [11] - The stock trades at 37 times 2025 earnings, reflecting its tech stock status, but may still be considered a reasonable investment for long-term holders [13]